FJ Research
Bold Bets on Category-Defining Companies
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 110 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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fjresearch.substack.comLatest Issues
I’ve Been Watching This One for Years. I Just Pulled the Trigger.
Bold Bets on Category-Defining Companies
There are ideas you follow. And then there are ideas you own. The difference between the two is not information. It is conviction. And conviction, as I have said before, cannot be borrowed. It is bu...
Oscar Health Is Up. I Am Not Selling a Single Share.
Oscar Health is up significantly over the past few weeks.
For everyone who followed the research and held through the noise, you are sitting on healthy gains right now. That feels good. It should.
But I want to be direct about something....
Why I Am Aggressively Adding to Mercado Libre Right Now.
FREE READ
I run a two stock portfolio. Oscar Health and Mercado Libre. This week both reported earnings. This week both delivered.
But I want to be honest about something. The numbers are everywhere. You don’t need me to read them to you....
Oscar Health Just Proved Everyone Wrong.
FREE READ
Oscar Health just delivered one of the strongest quarters in its history.
3.2 million members. Up 56% year over year. The short sellers said membership would collapse after ACA subsidies expired. It did not. It accelerated.
Rev...
I Just Went All-In on Two Stocks. This Is the Second One.
FREE READ
As of this week I run a two-stock portfolio. Oscar Health is number one. Mercado Libre is number two. Everything else is cash.
Let me explain the second position.
The Spawner Playing the Amazon Playbook
Mercado Libre is not an...
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Bold Bets on Category-Defining Companies
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